# WEALTHWISE

WEALTHWISE is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** $50M - $250M (Altss estimate)

## Regulatory record

- **CRD number:** 154661
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154661

## About

WEALTHWISE, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Healthcare Services
- Enterprise Software

## People

- Kim Sawyer — Chief Executive Officer
- Carter Leidy — Director of Investments

## Questions

### Who makes investment decisions at WEALTHWISE?

Allocation authority rests with CEO Kim Sawyer, who personally underwrites each position alongside Director of Investments Carter Leidy. The firm does not delegate to an external investment committee, a fund-of-funds intermediary, or a third-party advisor. This two-person investment function retains full discretion over asset selection, structuring, and exit timing.

### What is WEALTHWISE's posture on co-investments?

WEALTHWISE co-invests selectively along two axes: with regional real estate operators on property acquisitions, and with other single-family offices on private company rounds where combined check size strengthens negotiating leverage. These are relationship-sourced, not platform-intermediated. The firm does not participate in broadly syndicated co-invest slots offered by institutional GPs.

### How does WEALTHWISE source its private credit deals?

Loan origination runs through a direct network of real estate brokers, title companies, and regional developers, primarily in Sun Belt and Mountain West markets. The firm does not aggregate deal flow through DebtX, Crexi, or similar loan-marketplace platforms. Each borrower is individually underwritten with an internal legal review, and every position carries a senior-secured first-lien structure.

## Related profiles

- [Domask Wealth Management](https://altss.com/profile/domask-wealth-management-llc)
- [Pathfinder Planning](https://altss.com/profile/pathfinder-planning-llc)

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Last updated: 2026-07-06T01:24:28.681Z

Canonical page: https://altss.com/profile/wealthwise-llc

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